AI眼镜猛吸金，中国创企又拿下创纪录融资，整轮金额或达8亿

Core Insights - The largest single financing in the domestic AI+AR glasses sector for 2025 has been secured by leading XR player Thunderbird Innovation, with total C-round financing nearing 1 billion yuan this year [2][10] - The funding will accelerate technology development and ecosystem construction for AI+AR glasses, led by CITIC Jinshi and involving CITIC Securities International Capital and CITIC Securities Investment [2][6] - Thunderbird Innovation's CEO revealed in a podcast that the company had planned to raise around 300-400 million yuan but ended up exceeding expectations with approximately 800 million yuan [4][10] Company Developments - Thunderbird Innovation recently launched the world's first HDR display supporting AR glasses, the Thunderbird Air 4 series, starting at 1599 yuan, and the first mass-produced dual-lens full-color MicroLED+waveguide AR+AI glasses, the Thunderbird X3 Pro, starting at 8999 yuan [4][6] - The product matrix includes AI+AR glasses X series, viewing glasses Air series, and AI shooting glasses V series, with the Air series leading in sales for three consecutive years in the Chinese consumer AR glasses market [6][8] Market Position - According to Counterpoint Research, Thunderbird Innovation holds a 39% market share, ranking first in global AR glasses sales as of Q2 2025, and has been the top seller in China for three and a half years [8][10] - The company’s products are available in over 25 countries and regions worldwide, indicating a strong international presence [8] Industry Trends - The XR sector has seen multiple startups complete new rounds of financing, indicating strong market recognition and investment, which will drive the development of AI glasses [10] - The entry of major companies into the AI glasses market is expected to invigorate the sector and promote overall market growth, with 2026 anticipated to be a pivotal year for changes in the AI glasses landscape [10]